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  1. Companies/
  2. McKinsey & Company, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

McKinsey & Company, Inc.

EIN 13-1826332-non-profit organization management-Latest filing 2025
Plans
17
Retirement
3
$14.00B assets
Health & Benefits
14
$114.7M premiums
Participants
216,614
175 GREENWICH STREET, THREE WORLD TRADE CENTER FL. 60-64 - NEW YORK, NY 10007212-446-7000LinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
17 filings
#001401(k)-$10.94B - 35,552 part#015Money purchase-$2.44B - 29,633 part#012Cash balance-$632.0M - 1,349 part#510Mixed-$71.8M - 4,563 lives#503Fully insured-$24.1M - 28,142 lives#502Fully insured-$10.3M - 14,183 lives#512Fully insured-$3.2M - 127 lives#507Fully insured-$1.8M - 705 lives#516Fully insured-$1.7M - 346 lives#504Fully insured-$619K - 8,167 lives#513Fully insured-$398K - 35,904 lives#515Fully insured-$355K - 1,895 lives#514Fully insured-$199K - 226 lives#506Fully insured-$161K - 37,290 lives#501Self-funded-0 lives#509Self-funded-0 lives#511Self-funded-0 lives+11 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 14 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $14.00B assets / 66,534 participants

Assets by plan

Share of aggregate retirement assets

  • SHARING RETIREMENT PLAN (#001)$10.94B
  • MONEY PURCHASE PENSION (#015)$2.44B
  • CASH BALANCE PLAN (#012)$632.0M
Total $14.00BSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)35,552
  • MONEY PURCHASE PENSION (#015)29,633
  • CASH BALANCE PLAN (#012)1,349
Total 66,534Select a row to open it

Benefits portfolio analytics

14 plans / $114.7M premiums / 131,548 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$468K
  • Life$241K
Total $709K2 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MCKINSEY & COMPANY, INC. (PSRP) PROFIT SHARING RETIREMENT PLAN

401(k)

Assets$10.94B
Participants35,552
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#015

MCKINSEY & COMPANY, INC. (MPPP) MONEY PURCHASE PENSION PLAN

Money purchase

Assets$2.44B
Participants29,633
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#012

MCKINSEY & COMPANY, INC. PARTNER CASH BALANCE PLAN

Cash balance

Assets$632.0M
Participants1,349
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

THE US SHAREHOLDERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$71.8M
Covered lives4,563
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

LONG TERM DISABILITY PLAN OF MCKINSEY & COMPANY, INC.

Fully insured - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$24.1M
Covered lives28,142
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

LIFE INSURANCE PLANS FOR MCKINSEY & COMPANY INC.

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$10.3M
Covered lives14,183
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#512

THE INTERNATIONAL SHAREHOLDERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives127
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

EQUITABLE LIFE INCENTIVE LIFE VARIABLE LIFE VARIABLE UNIVERSAL LIFE CONTRACT OF MCKINSEY & COMPANY INC.

Fully insured - EQUITABLE LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives705
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#516

HEALTHCARE EXPAT PLAN FOR MCKINSEY & COMPANY, INC.

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives346
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF MCKINSEY & COMPANY, INC.

Fully insured - FEDERAL INSURANCE COMPANY

Premiums$619K
Covered lives8,167
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#513

MCKINSEY & COMPANY, INC. MEDICAL BENEFITS ABROAD (MBA)

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$398K
Covered lives35,904
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#515

LEGAL PLAN OF MCKINSEY & COMPANY, INC.

Fully insured - METROPOLITAN GENERAL INSURANCE COMPANY

Premiums$355K
Covered lives1,895
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#514

LIFE INSURANCE EXPAT PLAN FOR MCKINSEY & COMPANY INC.

Fully insured - DELAWARE AMERICAN LIFE INSURANCE COMPANY

Premiums$199K
Covered lives226
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

BUSINESS TRAVEL ACCIDENT PLAN OF MCKINSEY & COMPANY, INC.

Fully insured - ACE AMERICAN INSURANCE COMPANY

Premiums$161K
Covered lives37,290
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

THE US REGULAR MEMBERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509

THE MCKINSEY HEALTH CARE REIMBURSEMENT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511

THE INTERNATIONAL REGULAR MEMBERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MCKINSEY & COMPANY, INC. (PSRP) PROFIT SHARING RETIREMENT PLAN401(k)$10.94B35,5522025
#015MCKINSEY & COMPANY, INC. (MPPP) MONEY PURCHASE PENSION PLANMoney purchase$2.44B29,6332025
#012MCKINSEY & COMPANY, INC. PARTNER CASH BALANCE PLANCash balance$632.0M1,3492025
  • MCKINSEY & COMPANY, INC. (PSRP) PROFIT SHARING RETIREMENT PLAN$10.94B
    #001 · 401(k) · 202535,552
  • MCKINSEY & COMPANY, INC. (MPPP) MONEY PURCHASE PENSION PLAN$2.44B
    #015 · Money purchase · 202529,633
  • MCKINSEY & COMPANY, INC. PARTNER CASH BALANCE PLAN$632.0M
    #012 · Cash balance · 20251,349

Health & Benefits plans

14 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510THE US SHAREHOLDERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.MixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$71.8M4,5632025
#503LONG TERM DISABILITY PLAN OF MCKINSEY & COMPANY, INC.Fully insuredFIRST UNUM LIFE INSURANCE COMPANY$24.1M28,1422025
#502LIFE INSURANCE PLANS FOR MCKINSEY & COMPANY INC.Fully insuredMETROPOLITAN LIFE INSURANCE COMPANY$10.3M14,1832025
#512THE INTERNATIONAL SHAREHOLDERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.Fully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.2M1272025
#507EQUITABLE LIFE INCENTIVE LIFE VARIABLE LIFE VARIABLE UNIVERSAL LIFE CONTRACT OF MCKINSEY & COMPANY INC.Fully insuredEQUITABLE LIFE INSURANCE COMPANY$1.8M7052025
#516HEALTHCARE EXPAT PLAN FOR MCKINSEY & COMPANY, INC.Fully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.7M3462025
#504ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF MCKINSEY & COMPANY, INC.Fully insuredFEDERAL INSURANCE COMPANY$619K8,1672025
#513MCKINSEY & COMPANY, INC. MEDICAL BENEFITS ABROAD (MBA)Fully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$398K35,9042025
#515LEGAL PLAN OF MCKINSEY & COMPANY, INC.Fully insuredMETROPOLITAN GENERAL INSURANCE COMPANY$355K1,8952025
#514LIFE INSURANCE EXPAT PLAN FOR MCKINSEY & COMPANY INC.Fully insuredDELAWARE AMERICAN LIFE INSURANCE COMPANY$199K2262025
#506BUSINESS TRAVEL ACCIDENT PLAN OF MCKINSEY & COMPANY, INC.Fully insuredACE AMERICAN INSURANCE COMPANY$161K37,2902025
#501THE US REGULAR MEMBERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.Self-funded-$002025
#509THE MCKINSEY HEALTH CARE REIMBURSEMENT PLANSelf-funded-$002025
#511THE INTERNATIONAL REGULAR MEMBERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.Self-funded-$002025
  • THE US SHAREHOLDERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.$71.8M
    #510 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 20254,563
  • LONG TERM DISABILITY PLAN OF MCKINSEY & COMPANY, INC.$24.1M
    #503 · Fully insured · FIRST UNUM LIFE INSURANCE COMPANY · 202528,142
  • LIFE INSURANCE PLANS FOR MCKINSEY & COMPANY INC.$10.3M
    #502 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 202514,183
  • THE INTERNATIONAL SHAREHOLDERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.$3.2M
    #512 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025127
  • EQUITABLE LIFE INCENTIVE LIFE VARIABLE LIFE VARIABLE UNIVERSAL LIFE CONTRACT OF MCKINSEY & COMPANY INC.$1.8M
    #507 · Fully insured · EQUITABLE LIFE INSURANCE COMPANY · 2025705
  • HEALTHCARE EXPAT PLAN FOR MCKINSEY & COMPANY, INC.$1.7M
    #516 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025346
  • ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF MCKINSEY & COMPANY, INC.$619K
    #504 · Fully insured · FEDERAL INSURANCE COMPANY · 20258,167
  • MCKINSEY & COMPANY, INC. MEDICAL BENEFITS ABROAD (MBA)$398K
    #513 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 202535,904
  • LEGAL PLAN OF MCKINSEY & COMPANY, INC.$355K
    #515 · Fully insured · METROPOLITAN GENERAL INSURANCE COMPANY · 20251,895
  • LIFE INSURANCE EXPAT PLAN FOR MCKINSEY & COMPANY INC.$199K
    #514 · Fully insured · DELAWARE AMERICAN LIFE INSURANCE COMPANY · 2025226
  • BUSINESS TRAVEL ACCIDENT PLAN OF MCKINSEY & COMPANY, INC.$161K
    #506 · Fully insured · ACE AMERICAN INSURANCE COMPANY · 202537,290
  • THE US REGULAR MEMBERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.$0
    #501 · Self-funded · 20250
  • THE MCKINSEY HEALTH CARE REIMBURSEMENT PLAN$0
    #509 · Self-funded · 20250
  • THE INTERNATIONAL REGULAR MEMBERS MEDICAL & DENTAL PLANS OF MCKINSEY & COMPANY, INC.$0
    #511 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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